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O. MILLER ASSOCIATES, LLC — O. MILLER ASSOCIATES LLC, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250620164751NAL0005883424001
O. MILLER ASSOCIATES, LLC
Form 5500-SF
FILING_RECEIVED
O. MILLER ASSOCIATES LLC
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
O. MILLER ASSOCIATES, LLC
.
Find decision makers
Plan sponsor
Name
O. MILLER ASSOCIATES, LLC
DBA
O. MILLER ASSOCIATES, LLC
EIN
13-4304641
Address
2100 PALOMAR AIRPORT RD STE 214-4 · CARLSBAD, CA · 920114402
Phone
(562) 708-0222
Industry
Engineering Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-20
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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ADVANCED STRATEGIC INSIGHT
ADVANCED STRATEGIC INSIGHT 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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